FOX Research Presentation & Drinks Reception

FOX Research Presentation & Drinks Reception

Tuesday, October 30, 2012 - 10:00pm

Join us for a presentation of the key findings from two of our latest research pieces that address issues we hear from our network of Australian business owning and financial families. 

Region: 
Asia-Pacific
Recommended for: 
FOX family office members and selected guests.

Event Details

Agenda

We will present the key findings from two of our latest research pieces that address issues we hear from our network of Australian business owning and financial families.

 
This study defines and compares the best practices used by 192 of the largest and most successful global families to preserve their wealth and connection as a family across several generations. (Study compiled in collaboration with FBN)
 
Distilled from interviews and input from across our network of wealth owning families, this report sets out a framework for those looking to establish a long term wealth strategy, and structure the multiple, interlocking conversations that bind together the near and distant future, the family and business, and the long term purpose of the family wealth and enterprise.
Speakers

Charles B. Grace, III, Senior Consultant

Charlie has more than 20 years of private wealth management experience, including 10 years at Ashbridge Investment Management LLC, a $1 billion multi-family office and single family office serving individuals and families with significant wealth. He is regarded as an expert in many facets of wealth management, including client relationships, business development, and corporate management and governance. He has been quoted widely in the media and is a frequent speaker at conferences focused on private investors and family offices.

Event Registration

$0.00

Non-members, please register to purchase.

Event Hosts

Mutual Trust

Location: 
Melbourne, Australia
Level 33, 360 Collins Street
Melbourne  VIC 3000
Australia